Rep. Nancy Pelosi, no stranger to headline-grabbing stock moves, is back in the spotlight with her latest Periodic Transaction Report—and it’s a big one.

The former Speaker of the House is making bold plays in some of the hottest sectors, doubling down on AI, and other growth trends, while dumping shares in Apple.

Here’s an update of her filing from Friday:

I like to lean on bellwethers when I’m on the fence about a theme or area of the market.

The term bellwether comes from agrarian times. It was used to describe the sheep that leads the flock. They would put a bell around its neck.

Stock market bellwethers are similar.

To me, a bellwether is a stock that represents a broader group of stocks. These companies usually dominate their industries. Many times, they are secular leaders also.

We’re talking about JP Morgan in the world of financials. Caterpillar for industrials. Amazon and Walmart for the consumer. You get it.

And bellwethers are also vehicles. They are among the many alternatives at our disposal when we choose to express a thesis on something. They are usually some of the most liquid as well.

I use them when I am trying to keep it simple.

From the Desk of Steve Strazza @Sstrazza and Alfonso Depablos @AlfCharts

Welcome to the Hot Corner Insider Weekly Report!

As you know, we spend a lot of time tracking insider activity to come up with this universe.

But that’s only half the battle!

Once we identify the names insiders are targeting, we overlay our expert technical analysis to see if the market agrees with their actions.

While we track some of the most powerful and well-informed market participants… we aren’t just going to follow them blindly into their trades.

We want to see that the insider activity is confirmed by the trend before we get involved. 

When we can check both of these boxes, we identify asymmetric risk/reward setups, and then jump in and ride these trends higher alongside the smart money.

Insider activity often tells a compelling story.

Executives might sell their shares for any number of personal reasons—funding vacations, covering big expenses like a daughter's wedding, or diversifying their investments.

But when they buy their own stock, it speaks volumes. There's usually only one reason: they believe the stock is undervalued and poised to go up.

While many are quick to sound alarms over insider sales these days, I prefer to focus on when and where these leaders put their money into their own companies.

Then, as technicians, we decide if the stock offers a favorable risk vs reward opportunity that we want to join in on.

One transaction from today's list that stood out was made by Eric Schuppenhauer, Executive Vice President and Group Business Unit Leader for Borrowing at SoFi Technologies $SOFI.

After a tough year, solar stocks might finally be catching some rays of hope.

In just the last two weeks, we’ve seen multiple insiders step in and report significant purchases in some of the top solar names.

While it’s too soon to call a bottom, this cluster of insider activity sends a strong signal that buyers are creeping back into the solar industry.

It’s not just who’s buying—it’s how and when. This lines up perfectly with the broader market environment, where the best setups have been in cycle laggards—and solar is definitely one of them.

In the coming days and weeks, we’ll watch for the technicals to confirm all this bullish insider buying.

From the Desk of Steve Strazza @Sstrazza and Alfonso Depablos @AlfCharts

Welcome to the Hot Corner Insider Weekly Report!

As you know, we spend a lot of time tracking insider activity to come up with this universe.

But that’s only half the battle!

Once we identify the names insiders are targeting, we overlay our expert technical analysis to see if the market agrees with their actions.

While we track some of the most powerful and well-informed market participants… we aren’t just going to follow them blindly into their trades.

We want to see that the insider activity is confirmed by the trend before we get involved. 

When we can check both boxes, we identify asymmetric risk/reward setups and then jump in and ride these trends higher alongside the smart money.

From the Desk of Steve Strazza @Sstrazza and Alfonso Depablos @AlfCharts

Welcome to the Hot Corner Insider Weekly Report!

As you know, we spend a lot of time tracking insider activity to come up with this universe.

But that’s only half the battle!

Once we identify the names insiders are targeting, we overlay our expert technical analysis to see if the market agrees with their actions.

While we track some of the most powerful and well-informed market participants… we aren’t just going to follow them blindly into their trades.

We want to see that the insider activity is confirmed by the trend before we get involved. 

When we can check both boxes, we identify asymmetric risk/reward setups and then jump in and ride these trends higher alongside the smart money.